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Best financial advisors in Alhambra, CA

Registered advisers within 25 miles of Alhambra, CA.

Offices
2,831
Firms
1,185
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,724,155 clients when Item 5C has a number
Avg / client
$7.44M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EQUITY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
KCLLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC

Investors

CESAR FRANCO
Annie Pei-Ying Chen
qiang duan
Chun Gu
MERBERT MAOPO HSU
DANIELLE TA YUAN LEE
JEFFREY H MA
BRYANT SHAN TCHAN
POWEN CHENG
Luke Matthew Butlig
Hsin Ping Yung
VIET QUOC LE
GEORGE CHIU
JANICE LANG
Charmaine Chow
Tony Liang
Isaac Chan
Mingming Zhang
DONNA WANG
Jason M Fung
Anson Li
HUGO HIU FUNG CHAN
Parker Thomas LoCascio
SAMUEL DAVID LAMB
SMANSA CHU
ROBERT CHIA HONG YEH
LILY LI
Zhen Liu
RICHARD WEI HSIEH
RONNY CHAOHSIUNG LIU
HAN WENG

Within 25 miles of Alhambra, CA, Best Investors lists 1,185 registered investment advisory firms with 2,831 offices nearby, managing about $27.7T in combined regulatory AUM across 3,724,155 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Alhambra

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM